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EU

  • EU, Trade, Euro, US dollar, Conflict, Global Growth, Capitalism, Economy, Democracy, Geopolitics,
    August 29, 2025

    The Renaissance of the European Economy approaches.

    Everyone knows Europe is finished. Over-regulation, bureaucracy, a demographic bust, dusty old industries and the prospect of slow lingering decline.. Nonsense. The Sun may shortly rise on new prospects and growth as geopolitics and new trade develops. Might be time for the great rotation back across The Pond.

    read more
  • Defence, EU, Ukraine, UK, Geopolitics, China, USA, Russia,
    September 24, 2024

    European Defence is now a priority – it opens up massive investment opportunities.

    Europe is waking up to the reality of conflict, acutely aware of the need to defend itself, to invest and produce weapon systems to deter aggression in what is a vastly changed geopolitical landscape. With the right approach it may even become a driver of growth across the European economy.

    read more
  • Brexit, UK,
    February 21, 2023

    Nrn Irn and the EU. Time to buy the UK?

    Pull your buying boots on, lace them up tight and get ready to buy the UK! Even the possibility Boris and the ERG snatch defeat from the jaws of common sense won’t change the narrative: A deal with EU will happen, putting the UK back on some sort of course.

    read more

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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